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LEDERER & ASSOCIATES INVESTMENT COUNSEL
CRD 110376 · SEC 801-26228
5305 EAST 2ND STREET, SUITE 201, LONG BEACH, CA, 90803-5317, United States
Phone
562-434-5305
Fax
562-434-5306
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$244.3M
Discretionary AUM
$244.3M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-12-08
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $15.3M |
| High net worth individuals | 88 | $190.5M |
| Charitable organizations | 4 | $38.4M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD